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For this year’s AddeConf, Addepar's annual innovation and user conference, the theme was Better data. Sharper insights. Actionable intelligence. On the main stage, in product sessions and in the expanded Demo Village, clients saw how Addepar is helping investment professionals move from disconnected data to intelligent workflows, and from manual effort to more confident decisions at scale. We’re building our platform to serve as your operating hub now, foundational to where you work every day.
The products rolled out at AddeConf26 are the result of our continued investment in AI, data and workflow automation. Together, they show how Addepar is evolving as the AI-native platform for financial professionals managing increasingly complex, global portfolios.
From portfolio data to investment intelligence
At AddeConf26, we previewed new enhancements to Addison, the platform’s native AI experience, including expanded access to alternatives and private markets data, richer visualizations and deeper integrations across the platform. These capabilities are designed to help users ask more nuanced questions, analyze portfolio performance and verify the underlying drivers behind results.
For alternatives, this is especially important. Critical alts information often lives in documents, notices, PDFs and portals. Addison can help connect portfolio data with source material, giving teams more context into commitments, capital activity, performance and fund-level exposure. That context gives users the ability to inspect sources, validate responses and maintain confidence in the information behind the insight.
AI agents move insight into action
We also previewed a new AI agent designed to support daily investment workflows, while keeping humans firmly in the loop. The Addepar data operations agent is AI-powered detection and remediation for portfolio data quality issues. Rather than simply identifying a data discrepancy, the agent can investigate the root cause, recommend a fix and help execute the resolution with human review. For operations teams, that means less time spent on manual investigation and reconciliation, and more time focused on higher-value work. This is a major shift from AI that answers questions to AI that acts with oversight.
Angel Ng, Principal Product Designer, AddeparIf AI only identifies the data issue, but leaves the cleanup to you, it hasn't saved you time. It's created more manual work
Workflows become the connective tissue
A major focus at AddeConf26 was workflow automation and creating a more connected operating model. Addepar introduced workflow capabilities built around consistently repeatable steps, decisions and actions. These workflows are designed to help firms coordinate work across teams, reduce manual handoffs and create consistent, repeatable processes across the investment lifecycle.
One example is Intelligent Statements. A process that once required teams to manually extract, review, route and import data from offline statements can now be orchestrated inside the platform. Data is extracted, reviewed, approved and imported through a defined workflow, with tasks and notifications keeping the right people involved at the right time.
The goal is simple: help people stop being the glue between disconnected tools. With workflows embedded into the platform, intelligence can move through the business with more structure, speed and control.
Data Exchange opens new ways to build
Following the launch of Addepar Data Exchange, AddeConf26 introduced new ways for firms to build on their data.
Addepar Data Exchange extends Addepar’s data foundation into the broader technology ecosystem, helping firms connect Addepar data with cloud data platforms, CRM systems, business intelligence tools and proprietary models. New capabilities, including ADX widgets and ADX for Addison, are designed to help firms bring custom analysis and firm-specific logic directly into dashboards, reporting and AI-powered experiences.
For firms with their own models, assumptions and analytical frameworks, this creates a powerful opportunity. Work that lives in spreadsheets or isolated systems can be governed, systemized and made available through the tools teams already use. That makes intelligence readily accessible across the firm while preserving the controls, permissions and repeatability that financial professionals require.
Private markets innovation improves visibility
Private markets remained a major focus throughout this year’s conference. We unveiled expanded private fund look-through capabilities designed to give investment teams greater transparency into underlying holdings, exposures and drivers of performance. Combined with additional platform capabilities, including pacing analysis workflows and capital activity dashboards, these private markets solutions help firms monitor cash flows, plan liquidity and understand the movement of capital across complex portfolios.
For firms with meaningful alternatives exposure, these capabilities help address a familiar challenge. Private markets data is often fragmented, delayed and difficult to act on. By bringing more of that data into one unified platform, Addepar helps teams move from reactive oversight to more proactive portfolio management.
Client experience becomes more intelligent
AddeConf26 also previewed new client experience capabilities designed to help advisors show up more prepared, more informed and more connected. Debuting in the Demo Village, the client insights hub brings together relevant context across portfolios, meetings, portal activity, messages and client needs. Available through mobile and platform experiences, it is designed to give advisors the information they need in the moments where client conversations happen.
That might mean preparing for a scheduled review. It might mean responding to a question about a capital call. Or it might mean turning an unexpected client interaction into a more meaningful conversation. The purpose is not to replace advisor judgment. It is to help advisors spend less time searching for context and more time delivering guidance.
CNBC and Addepar launch Family Office Portfolio Tracker
AddeConf26 also featured the launch of the CNBC Family Office Portfolio Tracker powered by Addepar, a new quarterly view into how sophisticated investors are allocating across public and private markets. CNBC Wealth Editor Robert Frank joined the event to discuss the broader trends shaping portfolios and the growing industry interest in family office allocation behavior amid evolving market conditions.
Built using aggregated and anonymized insights derived from family offices on the Addepar platform, the tracker brings greater visibility to a segment of the market that has historically relied on fragmented surveys and self-reported information. As part of the launch, Addepar CEO Eric Poirier told CNBC Inside Wealth, “Many firms across the wealth and investment ecosystem look to family offices as an important indicator of how sophisticated investors are approaching their strategic and tactical asset allocation.”
The CNBC tracker provides a high-level view of allocation trends across markets, while Addepar clients can explore these dynamics more deeply through richer benchmarking, portfolio comparison and performance insights directly within the platform.
The next standard for investment management
AddeConf26 showed a clear direction for the platform and for the industry. The future of investment management will be shaped by firms that can unify data, apply intelligence and act with greater speed and confidence. AI will matter most when it is grounded in trusted data, connected to real workflows and built into the systems investment professionals already rely on. That is the promise of actionable intelligence.
Bob Pisani, CTO, AddeparAddeConf26 demonstrated how Addepar has become the AI-native platform that turns complexity into a competitive edge. We are focused on eliminating friction and increasing connectivity across the entire investment lifecycle, delivering unified data, sharper insights and the operational intelligence needed to drive decisive action and better outcomes for our clients.
Addepar is building toward a platform where data, AI and workflows operate together and seamlessly. A platform that helps firms see more clearly, decide more confidently and execute more effectively across the full investment lifecycle.
At AddeConf26, that vision isn’t just a roadmap. It’s already here.